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Microsoft

5,785 hedge funds and large institutions have $2.27T invested in Microsoft in 2024 Q4 according to their latest regulatory filings, with 739 funds opening new positions, 2,478 increasing their positions, 2,196 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,785
Holders Change
+545
Holders Change %
+10.4%
% of All Funds
77%
Holding in Top 10
3,015
Holding in Top 10 Change
+183
Holding in Top 10 Change %
+6.46%
% of All Funds
40.13%
New
739
Increased
2,478
Reduced
2,196
Closed
95
Calls
$45.1B
Puts
$46.1B
Net Calls
-$981M
Net Calls Change
+$3.04B
Name Holding Trade Value Shares
Change
Shares
Change %
FB
3626
First Bancorp
Maine
$4.38M -$121K -287 -3%
RTC
3627
Riverview Trust Company
Washington
$4.38M -$29.9K -71 -0.7%
AFS
3628
Access Financial Services
Minnesota
$4.36M -$44.3K -105 -1%
RLWM
3629
RF&L Wealth Management
Massachusetts
$4.36M
WWP
3630
WR Wealth Planners
Missouri
$4.36M -$377K -894 -8%
WCM
3631
Washburn Capital Management
Florida
$4.36M +$954K +2,262 +28%
AFW
3632
Avantra Family Wealth
Pennsylvania
$4.35M +$4.35M +10,331 New
FA
3633
FDx Advisors
Illinois
$4.35M -$202K -480 -4%
BPW
3634
Bingham Private Wealth
California
$4.35M +$4.35M +10,312 New
TIM
3635
Tortoise Investment Management
New York
$4.34M +$134K +318 +3%
HTI
3636
Hikari Tsushin Inc
Japan
$4.33M
SWA
3637
Strata Wealth Advisors
Texas
$4.33M +$18.5K +44 +0.4%
PIA
3638
Pinion Investment Advisors
Kansas
$4.33M +$136K +323 +3%
PWM
3639
Prentice Wealth Management
New York
$4.32M -$62K -147 -1%
MS
3640
Madden Securities
Texas
$4.32M -$53.1K -126 -1%
LWM
3641
LongView Wealth Management
Georgia
$4.32M -$325K -770 -7%
KFA
3642
Kapstone Financial Advisors
Ohio
$4.31M -$148K -335 -3%
MAM
3643
MWA Asset Management
Massachusetts
$4.31M -$14.3K -34 -0.3%
CIA
3644
Cladis Investment Advisory
Montana
$4.31M -$337K -799 -7%
FWM
3645
Focused Wealth Management
New York
$4.3M +$422 +1 +0%
LC
3646
Landaas & Company
Wisconsin
$4.3M +$20.2K +48 +0.5%
AGA
3647
Accuvest Global Advisors
Utah
$4.29M +$17K +40 +0.4%
PBT
3648
Pictet Bank & Trust
Bahamas
$4.29M +$138K +330 +3%
IWN
3649
Independent Wealth Network
Iowa
$4.29M +$259K +614 +6%
ECA
3650
Elevate Capital Advisors
Colorado
$4.28M +$4.28M +10,165 New